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DualEdge Invest

Let our unconventional view on investing inspire you. Discussing investment topics from a dual-edged point of view.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues148Founded2 years agoLast Issue5 days ago
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Latest Issues

The Two Front War Decoding Duolingo

DualEdge Invest with The Pursuit of Compounding

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Duolingo spent years turning a free learning habit into a profitable subscription business. It is now giving learners more while accepting slower growth and lower margins in th...

5 days ago
16

The Two Front War: Decoding Duolingo

The Pursuit of Compounding and DualEdge Invest

Welcome to a special collaborative Deep Dive.

Today, we are teaming up with DualEdge Invest to tackle a company that sits squarely at the intersection of behavioral psychology and consumer te...

12 days ago
16

I almost Sold this position

I wanted to sell my Dino Polska shares. After the research Cas and I had published, I could make a convincing case for doing it. I had paid too much, understood less about the financing than I thought, and arrived at a valuation that gave m...

14 days ago
13
2

Dino Polska and the Price of Perfect Execution

Milan and Cas | DualEdge Invest | 12 September 2026

Dino shares rallied on 21 August after results that did not look worthy of celebration. Like-for-like sales grew 0.3%. The EBITDA margin fell by 56 basis points. First-half operating cash...

a month ago
27
3

Dino Polska Can Build Stores. But Are the New Ones Still Creating Value?

DualEdge Invest | Qualitative Deep Dive | 19 August 2026

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A little over two years ago, I discovered two things at roughly the same time: Substack and Dino Polska.

Compounding Quality introduced me to a pitch that was almost...

2 months ago
48
5

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